RICHARD EVANS MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN
| Measure | Date | Value |
|---|
| 2024 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $-125,792 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $97,834 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $97,834 |
| Total plan assets at end of year | 2024-01-01 | $2,096,258 |
| Total plan assets at beginning of year | 2024-01-01 | $2,319,884 |
| Other income received | 2024-01-01 | $-178,271 |
| Net income (gross income less expenses) | 2024-01-01 | $-223,626 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $2,096,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,319,884 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $52,479 |
| 2023 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $455,882 |
| Total plan assets at end of year | 2023-12-31 | $2,319,884 |
| Total plan assets at beginning of year | 2023-12-31 | $1,864,002 |
| Other income received | 2023-12-31 | $406,826 |
| Net income (gross income less expenses) | 2023-12-31 | $455,882 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,319,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,864,002 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $49,056 |
| 2022 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $453,491 |
| Total plan assets at end of year | 2022-12-31 | $1,864,002 |
| Total plan assets at beginning of year | 2022-12-31 | $1,410,511 |
| Other income received | 2022-12-31 | $396,701 |
| Net income (gross income less expenses) | 2022-12-31 | $453,491 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,864,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,410,511 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $56,790 |
| 2021 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $713,062 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $28,482 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $28,482 |
| Total plan assets at end of year | 2021-12-31 | $1,410,511 |
| Total plan assets at beginning of year | 2021-12-31 | $725,931 |
| Other income received | 2021-12-31 | $668,232 |
| Net income (gross income less expenses) | 2021-12-31 | $684,580 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,410,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $725,931 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $44,830 |
| 2020 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $62,500 |
| Total plan assets at end of year | 2020-12-31 | $725,931 |
| Total plan assets at beginning of year | 2020-12-31 | $663,431 |
| Other income received | 2020-12-31 | $27,315 |
| Net income (gross income less expenses) | 2020-12-31 | $62,500 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $725,931 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $663,431 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $35,185 |
| 2019 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-15,643 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $25,723 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $25,723 |
| Total plan assets at end of year | 2019-12-31 | $663,431 |
| Total plan assets at beginning of year | 2019-12-31 | $704,797 |
| Other income received | 2019-12-31 | $-60,249 |
| Net income (gross income less expenses) | 2019-12-31 | $-41,366 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $663,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $704,797 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $44,606 |
| 2018 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-142,708 |
| Total plan assets at end of year | 2018-12-31 | $704,797 |
| Total plan assets at beginning of year | 2018-12-31 | $847,505 |
| Other income received | 2018-12-31 | $-186,548 |
| Net income (gross income less expenses) | 2018-12-31 | $-142,708 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $704,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $847,505 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $43,840 |
| 2017 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $81,094 |
| Total plan assets at end of year | 2017-12-31 | $847,505 |
| Total plan assets at beginning of year | 2017-12-31 | $766,411 |
| Other income received | 2017-12-31 | $37,254 |
| Net income (gross income less expenses) | 2017-12-31 | $81,094 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $847,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $766,411 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $43,840 |
| 2016 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $233,910 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $30,385 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $30,385 |
| Total plan assets at end of year | 2016-12-31 | $766,411 |
| Total plan assets at beginning of year | 2016-12-31 | $562,886 |
| Other income received | 2016-12-31 | $190,410 |
| Net income (gross income less expenses) | 2016-12-31 | $203,525 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $766,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $562,886 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $43,500 |
| 2015 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,099 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $14,331 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $14,331 |
| Total plan assets at end of year | 2015-12-31 | $562,886 |
| Total plan assets at beginning of year | 2015-12-31 | $576,118 |
| Other income received | 2015-12-31 | $-42,401 |
| Net income (gross income less expenses) | 2015-12-31 | $-13,232 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $562,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $576,118 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $43,500 |
| 2014 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $46,667 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,588 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,588 |
| Total plan assets at end of year | 2014-12-31 | $576,118 |
| Total plan assets at beginning of year | 2014-12-31 | $535,039 |
| Other income received | 2014-12-31 | $2,988 |
| Net income (gross income less expenses) | 2014-12-31 | $41,079 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $576,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $535,039 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $43,679 |
| 2013 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $124,802 |
| Total plan assets at end of year | 2013-12-31 | $535,039 |
| Total plan assets at beginning of year | 2013-12-31 | $410,237 |
| Other income received | 2013-12-31 | $81,658 |
| Net income (gross income less expenses) | 2013-12-31 | $124,802 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $535,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $410,237 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $43,144 |
| 2012 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $58,877 |
| Total plan assets at end of year | 2012-12-31 | $410,237 |
| Total plan assets at beginning of year | 2012-12-31 | $351,360 |
| Other income received | 2012-12-31 | $16,364 |
| Net income (gross income less expenses) | 2012-12-31 | $58,877 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $410,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $351,360 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $42,513 |
| 2011 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-17,843 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,200 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,200 |
| Total plan assets at end of year | 2011-12-31 | $351,360 |
| Total plan assets at beginning of year | 2011-12-31 | $376,403 |
| Other income received | 2011-12-31 | $-59,709 |
| Net income (gross income less expenses) | 2011-12-31 | $-25,043 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $351,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $376,403 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,866 |
| 2010 : RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $86,107 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $105 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $105 |
| Total plan assets at end of year | 2010-12-31 | $376,403 |
| Total plan assets at beginning of year | 2010-12-31 | $290,401 |
| Other income received | 2010-12-31 | $44,239 |
| Net income (gross income less expenses) | 2010-12-31 | $86,002 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $376,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $290,401 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $41,868 |
| 2023: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RICHARD B. EVANS, M.D. MONEY PURCHASE & KEOGH PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |